Initiating the Philanthropic Conversation
Listed below are several tools designed to jump-start the discussion.

The Top 10 Reasons Why You Should Discuss Philanthropy with Clients

Why should Professional Advisors get involved? Click here to see why it's a sound decision for both parties.

Asking the Giving Question

Professional Advisors are in a unique position to provide opportunities for clients to achieve their charitable goals. This document provides information on when and how to initiate that discussion. To read more...

Life Stages of Giving

People make different choices depending on their stage of life. This document helps to identify your client's situation and the various ways they can appropriately donate. More information...